J S PLANK AND D M DICARLO FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- J S PLANK AND D M DICARLO FAMILY FOUNDATION INC (EIN 71-1040599)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349100534
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T09:48:14-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520982413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROSS MENDELSOHN & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 SOUTH CHARLES ST 18TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 711040599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JS PLANK & DM DICARLO FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JSPL | BusinessNameControlTxt |
| Phone | 4104546441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 EAST FORT AVENUE NO 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT PLANK | PersonNm |
| Person Title | PRESIDENT/TREAS | PersonTitleTxt |
| Phone | 4104546441 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A GOLDNER | PreparerPersonNm |
| PTIN | P00519225 | PTIN |
| Phone | 4106855512 | PhoneNum |
| Preparation | 2018-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.215.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 10:48:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED521BB513B4CEE6694C9864998C1C689A5A2671 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3AD18694058C529086C363744B767B99D0AE9125 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,776,235 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,179,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $122,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,811,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,153,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,811,209 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$192 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,112,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,933,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $294,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,792 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $316,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,814,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,814,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,131,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,814,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $981,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,930,396 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,530 | CashBOYAmt |
| Cash EOY | $634,187 | CashEOYAmt |
| Cash EOYFMV | $634,187 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $909,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $909,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $909,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $909,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $7,285,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,978,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,213,527 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $42,838 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,521 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,521 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,412,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,541,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,776,235 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,518,618 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,615,012 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,518,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,615,012 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,894,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,926,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,894,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,926,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,412,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,541,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,894,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $981,588 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,875,864 | SubtotalAmt |
| Other Decreases | $2,949,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,926,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS #2486 | 2000-01-01 | 2017-12-31 | $1,532,142 | $1,532,142 | $1,532,142 | ||
| GOLDMAN SACHS #6702 | 2000-01-01 | 2017-12-31 | $3,448,176 | $212,288 | $212,288 | $3,235,888 | |
| GOLDMAN SACHS #6702 | 2000-01-01 | 2017-12-31 | $173,239 | $66,772 | $66,772 | $106,467 | |
| CAPITAL GAINS DIVIDENDS | $7 | $7 | $7 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,811,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,288,287 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,348,848 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.471073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,197,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,966,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,090,454 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,413,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168400 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,497,244 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,169,700 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.163282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,362,471 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,649,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.204912 | DistributionYr5Rt |
| Total Distribution | 1.165009 | TotalDistributionRt |
| Average Distribution | 0.233002 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,759,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,808,061 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,304 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,827,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,814,668 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,286 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,786 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,482 | OverpaymentAmt |
| Applied To ES Tax | $22,482 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICKIE L HILDITCH | IndividualWithBooksNm |
| Phone | 4434781200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 EAST FORT AVENUE NO 900 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J SCOTT PLANK | ||||||||
| 900 EAST FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | PRESIDENT/TREAS | 0.00 | $0 | $0 | $0 |
| DANA M DICARLO | ||||||||
| 900 EAST FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MORRIS L GARTEN | ||||||||
| 36 S CHARLES ST SUITE 2300 | BALTIMORE | MD | 21201 | SECRETARY | 0.00 | $0 | $0 | $0 |
| DAVID A GOLDNER | ||||||||
| 36 S CHARLES STREET 18TH FL | BALTIMORE | MD | 21201 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,795,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,082,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,878,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,878,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,759,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,993 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,993 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,304 | TotalTaxAmt |
| Distributable Before Adj | $368,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $368,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $368,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,814,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,814,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,304 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,795,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,162,971 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,104,037 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,575,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,513,791 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,634,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,991,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,814,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $368,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,445,979 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,437,357 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,162,971 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,274,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,104,037 | ExcessFromYear4Amt |
| Excess From Year3 | $1,575,596 | ExcessFromYear3Amt |
| Excess From Year2 | $1,513,791 | ExcessFromYear2Amt |
| Excess From Year1 | $5,634,983 | ExcessFromYear1Amt |
| Excess From Current Year | $3,445,979 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SCOTT PLANK | ContributingManagerNm |
| Contributing Manager | DANA M DICARLO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 1850 YORK RD | TIMONIUM | MD | 21093 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BALTIMORE AREA BOY SCOUTS OF AMERICA | |||||||
| 701 WYMAN PARK DR | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | -$2,500 |
| BALTIMORE CENTER STAGE | |||||||
| 700 NORTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $26,000 |
| BALTIMORE ORIOLES CHARITABLE FOUNDATION | |||||||
| 333 WEST CAMDEN STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| BALTIMORE POLICE WERSTEN DISTRICT | |||||||
| 1034 N MOUNT ST | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $1,878,011 |
| BALTIMORE SCHOOL FOR THE ARTS | |||||||
| 712 CATHEDRAL STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $55,751 |
| BIG BROTHERS BIG SISTER | |||||||
| 3600 CLIPPER MILL RD SUTE 250 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $500 |
| BREAD FOR THE CITY | |||||||
| 1640 GOOD HOPE ROAD SE | WASHINGTON | DC | 20020 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BROADCAST EDUCATIONAL COMMUNICATIONS INC | |||||||
| PO BOX 990 | GREENSBURG | PA | 15601 | NONE | PUBLIC | UNRESTRICTED | -$500 |
| BUILDING STEPS FOUNDATION | |||||||
| PO BOX 1393 | BROOKLANDVILLE | MD | 21022 | NONE | PUBLIC | UNRESTRICTED | $52,300 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY RD | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| CASA OF BALTIMORE | |||||||
| 4 SOUTH FREDRICK STREET | BALTIMORE | MD | 21203 | NONE | PUBLIC | UNRESTRICTED | -$1,000 |
| CHESAPEAKE SHAKESPEARE COMPANY | |||||||
| 7 SOUTH CALVERT STREET | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S CHORUS OF MARYLAND | |||||||
| 100 E PENNSYLVANIA AVE | TOWSON | MD | 21286 | NONE | PUBLIC | UNRESTRICTED | $86,073 |
| COMMUNITY HOUSING PARTNERS | |||||||
| 448 NE DEPOT STREET | CHRISTIANSBURG | VA | 24073 | NONE | PUBLIC | UNRESTRICTED | $3,525 |
| CREATIVE ALLIANCE | |||||||
| 3134 EASTERN AVE | BALTIMORE | MD | 21224 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| DOWNTOWN BALTIMORE FAMILY ALLIANCE | |||||||
| PO BOX 38917 | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| DOWNTOWN SAILING CENTER | |||||||
| 1425 KEY HIGHWAY SUITE 110 | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| EAGLES MERE FOUNDATION | |||||||
| 487 LAKEWOOD AVE | EAGLES MERE | PA | 17731 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| EVERFI INC | |||||||
| 332 CONGRESS STREET3RD FLOOR | BOSTON | MA | 02210 | NONE | PUBLIC | UNRESTRICTED | $200,000 |
| EXPANDED SCHOOLS | |||||||
| 11 WEST 42ND STREET 3RD FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| FIGHT FOR CHILDREN | |||||||
| 1726 M STREET NW STE 202 | WASHINGTON | DC | 20036 | NONE | PUBLIC | UNRESTRICTED | $100,000 |
| FOUNDATION 4 HEROES | |||||||
| 23415 THREE NOTCH ROAD SUTE 2045 | CALIFORNIA | MD | 20619 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FRANCIS SCOTT KEY | |||||||
| 2400 EAST FORT AVENUE | BALTIMORE | MD | 21230 | NONE | PUBLIC | UNRESTRICTED | $43,500 |
| FRENCH WOODS SCHOOL | |||||||
| 2705 199 BOUCHOUX BROOK RD | HANCOCK | NY | 13783 | NONE | PUBLIC | UNRESTRICTED | $950 |
| GILCHRIST HOSPICE CARE | |||||||
| 11311 MCCORMICK RD STE 350 | HUNT VALLEY | MD | 21031 | NONE | PUBLIC | UNRESTRICTED | $250 |
| HIPPODROME FOUNDATION INC | |||||||
| 416 WEST BALTIMORE STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| HOUSE OF RUTH BALTIMORE INC | |||||||
| 2201 ARGONNE DRIVE | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $600 |
| JUDY CENTER | |||||||
| 3901 MAINE AVE | BALTIMORE | MD | 21207 | NONE | PUBLIC | UNRESTRICTED | $15,125 |
| JUNIOR LEAGUE OF BALTIMORE | |||||||
| 5902 YORK RD | BALTIMORE | MD | 21212 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| KENNEDY KRIEGER | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | NONE | PUBLIC | UNRESTRICTED | $8,800 |
| LEXINGTON MARKET INC | |||||||
| 400 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $1,250 |
| LIVING CLASSROOM FOUNDATION | |||||||
| 802 S CAROLINE ST | BALTIMORE | MD | 21231 | NONE | PUBLIC | UNRESTRICTED | $11,000 |
| MARIPOSA | |||||||
| 1500 UNION AVENUE STE 1310 | BALTIMORE | MD | 21211 | NONE | PUBLIC | UNRESTRICTED | $61,632 |
| MCDONOGH SCHOOL | |||||||
| 8600 MCDONOGH RD | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $27,200 |
| MEMORIAL EPISCOPAL CHURCH | |||||||
| 1407 BOLTON ST | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $450 |
| NATIONAL COUNCIL ON EDUCATING BLACK CHILDREN | |||||||
| 3737 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PUBLIC | UNRESTRICTED | -$3,000 |
| PEP (PARENT ENCOURAGEMENT PROGRAM) | |||||||
| 10100 CONNECTICUT AVENUE | KENSINGTON | MD | 20895 | NONE | PUBLIC | UNRESTRICTED | $45,000 |
| PISGAH ASTRONOMICAL RESEARCH INSTITUTE | |||||||
| 1 PARI DRIVE | ROSMAN | NC | 28772 | NONE | PUBLIC | UNRESTRICTED | $5,750 |
| PORT DISCOVERY | |||||||
| 35 MARKET PLACE | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $27,799 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | UNRESTRICTED | $5,620 |
| ROLAND PARK BASEBALL LEAGUE | |||||||
| 4612 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC | UNRESTRICTED | $51,203 |
| RONALD MCDONALD HOUSE CHARITIES OF BALTIMORE | |||||||
| 635 W LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $1,314 |
| SANIBEL SEA SCHOOL | |||||||
| PO BOX 1229 | SANIBEL | FL | 33957 | NONE | PUBLIC | UNRESTRICTED | $68,649 |
| SMITH COLLEGE | |||||||
| 7 COLLEG LN | NORTHAMPTON | MA | 01063 | NONE | PUBLIC | UNRESTRICTED | $152,000 |
| SOUTHERN SMOKE FOUNDATION | |||||||
| 1701 CALIFORNIA ST | HOUSTON | TX | 77006 | NONE | PUBLIC | UNRESTRICTED | $1,500 |
| STEVENSON UNIVERSITY | |||||||
| 10945 BOULEVARD CIRCLE | OWINGS MILLS | MD | 21117 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| STRATFORD GREEN INC | |||||||
| 4200 ST PAUL STREET SUITE 100 | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $9,500 |
| STRONG CITY BALTIMORE | |||||||
| 3503 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC | UNRESTRICTED | $500 |
| SUNDANCE INSTITUTE | |||||||
| 5900 WILSHIRE BLVD STE 800 | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| SWIM ACROSS AMERICA | |||||||
| ONE INTERNATIONAL PLACE | BOSTON | MA | 02110 | NONE | PUBLIC | UNRESTRICTED | $16,500 |
| THE NVLD PROJECT | |||||||
| 177 EAST 87TH STREET SUITE 501 | NEW YORK | NY | 10128 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE WALDORF SCHOOL | |||||||
| 4801 TAMARIND RD | BALTIMORE | MD | 21209 | NONE | PUBLIC | UNRESTRICTED | $337,916 |
| UMAR BOXING | |||||||
| 1217 W NORTH AVE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| UPTON PLANNING COMMITTEE | |||||||
| 828 N CARROLLTON AVENUE | BALTIMORE | MD | 21217 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| WAR HORSE CITIES COMMUNITY DEVELOPMENT CORPORATION INC | |||||||
| 900 E FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | NONE | PRIVATE | UNRESTRICTED | $400,000 |
| YOUNG VICTORIAN THEATRE COMPANY | |||||||
| ONE SOUTH STREET SUITE 2600 | BALTIMORE | MD | 21202 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,814,668 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,811,209 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| AQUA SPARK K-1 | 523000 | 14 | -$3,565 |
| BREATHE BOOKS K-1 | 523000 | 14 | $3,373 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,933,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,933,055 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JS DM FAMILY LLC | |||||||
| 1 | 900 EAST FORT AVENUE STE 900 | BALTIMORE | MD | 21230 | $2,949,800 | Yes (X) | |
| PARKS & PEOPLE FOUNDATION INC | |||||||
| 2 | 2100 LIBERTY HEIGHTS AVE | BALTIMORE | MD | 21217 | $230,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 215,000 SHARES OF UNDER ARMOUR CLASS A STOCK | NoncashPropertyDesc |
| Fair Market Value | $2,949,800 | FairMarketValueAmt |
| Received | 2017-12-29 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $4,454,377 | $7,689,536 |
| BREATHE BOOKS, LLC | AT COST | $39,177 | $39,177 |
| AQUA SPARK | AT COST | $484,814 | $484,814 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $8,052 | $4,539 | $4,539 |
| FEDERAL INCOME TAXES RECEIVABLE | $34,286 | $14,982 | $14,982 |
| DUE TO 1028 MARKET ST. | $500 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OF STOCK CONTRIBUTION RECEIVED OVER COST BASIS | Desc |
| Amt | $2,949,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES | $119 | $119 | $0 |
| INSURANCE | $748 | $748 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AQUA SPARK K-1 | -$3,565 | -$3,565 | -$3,565 |
| BREATHE BOOKS K-1 | $3,373 | $3,373 | $3,373 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO WAR HORSE | $1,309,618 | $1,452,330 |
| BANK OVERDRAFT | $209,000 | $162,682 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $25,924 | $0 | $0 |
| MANAGEMENT FEES | $268,712 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $19,304 | $0 | $0 |
| FOREIGN TAXES PAID | $1,792 | $1,792 | $0 |
Comments